Panoply Setup Guidelink

Follow our setup guide to connect Panoply to Fivetran.

Prerequisiteslink

To connect a Panoply data warehouse to Fivetran, you need the following:

A functional Panoply account
Permission to connect as an Admin user
Fivetran account owner permission to add destinations

Setup instructionslink

Find standard JDBC connection detailslink

Log in to your Panoply account.
On the left-hand navigation pane, click Connect.
In the Connection Details section, find your connection details. Make a note of the details. You will need them to configure Fivetran.

Complete Fivetran configurationlink

Log in to your Fivetran account.
Go to the Manage Account page.
In the Destinations tab, click +Destination.
On the Add Destination To Fivetran page, enter a destination name of your choice.
Click Continue.
Select Panoply as the destination type.
In the destination setup form, enter the Host name you found in Step 1.
Enter the Port number you found in Step 1.
Enter the User name you found in Step 1.
Enter your Password.
Enter the Database name you found in Step 1.
Choose the data processing location.
Choose your Timezone.
Click Save & Test.

Fivetran tests and validates the Panoply connection. On successful completion of the setup tests, you can sync your data using Fivetran connectors to the Panoply destination.

Setup testslink

Fivetran performs the following Panoply connection tests:

The Database Host Connection Test validates the database credentials you provided in the setup form. The test verifies that the host is not private and then checks the connectivity to the host.
The Connection Test connects to your database instance and executes queries to check if we have the permissions to access the information_schema and pg_catalog schemas.

NOTE: The tests may take a couple of minutes to finish running.